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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

C holding history

Citigroup Inc in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of C by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−120−100.0%Sold outHolders
Q1 2024120$7.59K<0.1%00.0%UnchangedHolders
Q4 2023120$6.17K<0.1%00.0%UnchangedHolders
Q3 2023120$4.94K<0.1%00.0%UnchangedHolders
Q2 2023120$5.53K<0.1%00.0%UnchangedHolders
Q1 2023120$5.63K<0.1%00.0%UnchangedHolders
Q4 2022120$5.43K<0.1%00.0%UnchangedHolders
Q3 2022120$5.00K<0.1%00.0%UnchangedHolders
Q2 2022120$6.00K<0.1%00.0%UnchangedHolders
Q1 2022120$6.00K<0.1%−800−87.0%ReducedHolders
Q4 2021920$56.0K<0.1%+825+868.4%AddedHolders
Q3 202195$7.00K<0.1%00.0%UnchangedHolders
Q2 202195$7.00K<0.1%00.0%UnchangedHolders
Q1 202195$7.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.